-1.6%
MDLN vs URI
+37.5%
-39.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -4.4% | +22.7% | +18.5% |
| 7D | +24.7% | -4.3% | +29.0% | +24.8% |
| 30D | +12.7% | +4.6% | +8.1% | +12.0% |
| 3M | -4.0% | -2.1% | -1.9% | -4.3% |
| 6M | -8.7% | +21.9% | -30.6% | -10.0% |
| YTD | -3.9% | +39.7% | -43.6% | 0.0% |
| All | -1.6% | +37.5% | -39.1% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling